Investing General Discussion
- Thread starter Furious
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Synj
Dystopian Dreamer
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I remember thinking this about Tiger Woods or any of the number of celebs/athletes that end up getting DUIs.
Even when they have resources or the most available services, they still do this dumb shit.
Most NFL teams offer players safe rides programs
I remember one person explaining it like this though: people want to be able to do their shameful things without other people's judgement. Tiger wanted to be able to go fuck a chick and then go fuck another chick and then beat off on tranny tits and he didn't want his shame on display even to a driver or bodyguard. Shame is a crazy thing, and it makes us do crazy things.
But if anyone wants to hire me for $200k/year to be their pussy handler, I'll screen all the texts and nudies, get the Valtrex prescription in my name and lie right to your wife's face, hit me up.
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TJT
Mr. Poopybutthole
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For real dude. Pay me $200k a year to handle your hookers and blow dates? Fine by me dude, I won't be saying shit. I'll even be your DD so you can be completely blasted the whole time.
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Sheriff Cad
scientia potentia est
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We hired a car and driver a couple of days in Japan when the stuff we wanted to see was pretty far, and honestly it was one of the best luxuries. They brought one of those Toyota Alphard minivans with the "Executive package", basically two recliners in the back instead of seats, it was tinted black, it had a little drink fridge in the back with Japanese lemon sour alcoholic drinks. Hah. The driver was dropping us off like right at the steps of the places we wanted to go and then just waiting a block away to pick us up.
Like I don't participate in luxuries usually but a driver is one of those that is just like, holy shit this is actually really useful and allows me to do a lot more.
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I don’t think any of this changes Nvidia’s performance prospectus as far as what it will deliver for customers. I believe Jensen owns about 4% of Nvidia. I don’t think that HAS to be liquidated during a divorce—could be transferred.
A REAL complication is the matter of where Jensen will land. He would crush working for Elon.
A REAL complication is the matter of where Jensen will land. He would crush working for Elon.
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The X conspiracy sphere this morning insinuating it may have been orchestrated by liberal deep state working with Anthropic. Because Anthropic IPO next week and the fact that NVIDIA was championing Open Source. Anthropic and the libs are against open source because they want control over AI. Anthropic has been trying to scare the shit out of people whenever possible in order to coax regulation which would crown them one of a very few winners and kill the use of open source. Who knows...
If Jensen actually joined SpaceX/Tesla (probably unlikely), that might have more positive impact for the US than him staying at Nvidia - being a second beacon along with Elon to draw talent for TeraFab, Tesla+Optimus chip designs, XAI, etc. They'd be forming the Justice League for US tech, in favor of open source AI, with sight to visible advantages over their AI competitors (TeraFab, Launch for spaceborne datacenters, physical AI with Tesla+Optimus). Jensen could help Elon accelerate these very ambitious goals where as at Nvidia they're just designing the next chip, not actually fabbing it, playing around with some of their own open-source models etc.
If Jensen actually joined SpaceX/Tesla (probably unlikely), that might have more positive impact for the US than him staying at Nvidia - being a second beacon along with Elon to draw talent for TeraFab, Tesla+Optimus chip designs, XAI, etc. They'd be forming the Justice League for US tech, in favor of open source AI, with sight to visible advantages over their AI competitors (TeraFab, Launch for spaceborne datacenters, physical AI with Tesla+Optimus). Jensen could help Elon accelerate these very ambitious goals where as at Nvidia they're just designing the next chip, not actually fabbing it, playing around with some of their own open-source models etc.
The leftists online are also claiming that Nvidia is going to miss earnings expectations because the couldn’t lock a deal with China. The Chinese spy story is kind of a hoax. She was openly trying to negotiate a deal between China, the US presidential cabinet, and Nvidia. Apparently only China backed out.
I believe we attempted a deal, but I think Nvidia will meet expectations regardless. I think they failed to intensify global Nvidia demand, however.
Its all about vision - the people that lead these big tech companies have to have the vision to steer teams in the right directions to be effective. Making the wrong decisions on direction can be mistakes that cost tens of billions, hundreds of billions, trillions in the future ? Jensen has been arguably the #1 leader on the vision of AI in the silicon space - he was talking about this shit literally twenty years ago when nobody else gave two shits about AI - that's when NVIDIA started developing CUDA. Nearly ten years after that, when Jensen was launching his first supercomputers using that technology (the DGX-1), STILL almost nobody cared about it lol, nobody wanted to buy it. Elon was the ONLY one to start buying these things at first (for OpenAI).
So bottom line, Jensen has proven he has the vision you can bet on. That is priceless for companies of this size. In the short term Jensen being gone probably doesn't change Nvidia too much. Longer term, it may affect things if they don't get a leader who has the proven vision - the company could both take the wrong turns, but also start losing good people more quickly as they lose faith in the leadership.
ToeMissile
Pronouns: zie/zhem/zer
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Interesting to think about the comparisons to Apple and how they’ve continued after Jobs died. Similarly, if Elon were to somehow not be involved anymore.
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Fogel
Mr. Poopybutthole
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There's certainly a threshold when a company gets large enough that it's insulated from a visionary like a Steve Jobs leaving. It's a matter if the managers at the top that reported to the visionary have been instilled or supported their culture and continue it into the future. MSFT was fine after Gates left and I imagine Bezos is much more back seat than he used to be.
ToeMissile
Pronouns: zie/zhem/zer
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For sure, and Apple is still raking in the $ but they’ve definitely languished on the innovation side of things a bit, as well as failed to capitalize on all the AI stuff so far. Given the ecosystem, and hardware they’ve developed they have the opportunity to kill it in the AI/agentic related stuff - assuming they can get it together.